LDIFX vs. SPY
Compare and contrast key facts about Franklin Global Dividend Fund (LDIFX) and SPDR S&P 500 ETF (SPY).
LDIFX is managed by Legg Mason. It was launched on Feb 27, 2013. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LDIFX or SPY.
Correlation
The correlation between LDIFX and SPY is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LDIFX vs. SPY - Performance Comparison
Key characteristics
Returns By Period
LDIFX
N/A
N/A
N/A
N/A
N/A
N/A
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LDIFX vs. SPY - Expense Ratio Comparison
LDIFX has a 0.81% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
LDIFX vs. SPY — Risk-Adjusted Performance Rank
LDIFX
SPY
LDIFX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Global Dividend Fund (LDIFX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LDIFX vs. SPY - Dividend Comparison
LDIFX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDIFX Franklin Global Dividend Fund | 100.03% | 100.03% | 3.73% | 6.04% | 6.75% | 2.31% | 4.85% | 5.67% | 2.52% | 3.59% | 2.15% | 6.87% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
LDIFX vs. SPY - Drawdown Comparison
Volatility
LDIFX vs. SPY - Volatility Comparison
The current volatility for Franklin Global Dividend Fund (LDIFX) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.00%. This indicates that LDIFX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.